VWM
Vector Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.73M | Buy |
49,458
+4,954
| +11% | +$173K | 1.22% | 16 |
|
|
2016
Q3 | $1.67M | Sell |
44,504
-900
| -2% | -$33.7K | 1.14% | 16 |
|
|
2016
Q2 | $1.56M | Sell |
45,404
-5,456
| -11% | -$187K | 1.06% | 17 |
|
|
2016
Q1 | $1.74M | Sell |
50,860
-1,390
| -3% | -$47.6K | 1.29% | 15 |
|
|
2015
Q4 | $1.68M | Buy |
52,250
+4,833
| +10% | +$156K | 1.31% | 16 |
|
|
2015
Q3 | $1.61M | Buy |
47,417
+31,723
| +202% | +$1.08M | 1.27% | 16 |
|
|
2015
Q2 | $622K | Hold |
15,694
| – | – | 0.49% | 28 |
|
|
2015
Q1 | $630K | Buy |
15,694
+1,155
| +8% | +$46.4K | 0.51% | 23 |
|
|
2014
Q4 | $571K | Buy |
14,539
+5,973
| +70% | +$235K | 0.43% | 25 |
|
|
2014
Q3 | $356K | Buy |
8,566
+2,604
| +44% | +$108K | 0.26% | 36 |
|
|
2014
Q2 | $258K | Buy |
5,962
+485
| +9% | +$21K | 0.19% | 44 |
|
|
2014
Q1 | $225K | Hold |
5,477
| – | – | 0.16% | 47 |
|
|
2013
Q4 | $229K | Buy |
+5,477
| New | +$229K | 0.16% | 49 |
|